Three Bridge Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$667K Sell
2025
Q1
$824K Buy
2024
Q4
$838K Buy
2024
Q3
$798K Buy
2024
Q2
$650K Sell
2024
Q1
$671K Buy
2023
Q4
$539K Buy
2023
Q3
$273K Buy
2023
Q2
$284K Buy
2023
Q1
$283K Buy
2022
Q4
$274K Buy